AWM
AVDX

Avior Wealth Management’s AvidXchange AVDX Stock Holding History

Avior Wealth Management’s Portfolio AVDX Stock Details AVDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-29
Closed -$381 – 2389
2024
Q1 		$381 Buy
+29
New +$348 ﹤0.01% 2646

Other funds holding AVDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
BCVI
Bain Capital Venture Investors Boston, Massachusetts $175M AUM 21.91% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avior Wealth Management's AVDX Position: Q2 2024 in Review

Avior Wealth Management sold out of AvidXchange (AVDX) in Q2 2024, closing a stake of 29 shares — an estimated $381 sold.

Avior Wealth Management first reported a position in AVDX in Q1 2024 and held it in 1 quarter. The position peaked at $381 in Q1 2024. 185 funds tracked by Wall St. Rank hold AVDX as of Q2 2024.

  • Avior Wealth Management reported no remaining AvidXchange position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 29 AvidXchange shares in Q2 2024, an estimated $381.
  • Avior Wealth Management first reported a position in AvidXchange in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's AvidXchange position peaked at $381 in Q1 2024.
  • 185 funds tracked by Wall St. Rank held AvidXchange as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.